# Electro-Mechanical, LLC DC Plan
Source: https://planprovider.pro/companies/electro-mechanical-llc-plan-001

> Electro-Mechanical, LLC's DC plan: 473 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Electro-Mechanical, LLC

- **Sponsor EIN:** 540887040

- **Sponsor Address:** P.O. BOX 8200, BRISTOL, VA, 242038200

- **Plan Type:** DC

- **Total Participants:** 473

- **Total Assets:** $31.0M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|473|$31.0M|$468,516|$1.3M|

| 2023|465|$33.1M|$441,213|$1.1M|

| 2022|422|$30.9M|$394,461|$1.0M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| WELLS FARGO ADVISORS|INVESTMENT ADVISORY|$63,401|—|$63,401|

| EMPOWER ANNUITY INS CO OF AMERICA|RECORDKEEPER|$9,212|—|$9,212|

| JASON UNDERWOOD CPA, PLLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JASON UNDERWOOD CPA, PLLC](https://planprovider.pro/provider/jason-underwood-cpa-pllc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $72,613

- **Estimated Expense Ratio:** 0.234% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$13,582|—|—|—|—|

| 2023|$77,000|$64,560|—|—|—|

| 2022|$12,713|—|—|—|—|

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